News & Insights

The 2025 PFG Connect Conference was recently held at the Talking Stick Resort in Scottsdale, Arizona. This year’s fun and educational event welcome incredible industry partners who graciously shared their time, expertise and insights with more than 120 conference attendees. 

Under the overarching theme of "Celebrating Milestones," the conference honored PFG’s incredible journey—marking 10 years since the formation of our RIA and 20 years as PFG. These milestones set the stage for discussions on the firm’s continued evolution, growth, and vision for the future.

To kick things off, CEO Mike Prior and the Executive Leadership Team (ELT) shared insights into where PFG stands today and where we’re headed. A key highlight was the introduction of PFG Partners LLC, an exciting new opportunity for advisors to gain equity ownership.

Herb Morgan, Chief Investment Officer/Macro Strategist of Cantor Fitzgerald, delivered an insightful Economic Update that was well received and timely.

Throughout the conference, attendees engaged in meaningful discussions, forged new connections, and exchanged invaluable knowledge. The Preferred Partner exhibit hall provided an opportunity for advisors to connect directly with our industry partners, while roundtable sessions and mainstage presentations covered key trends and opportunities in the financial advisory space.

The highlight of Thursday evening was our PFG Pinnacle Awards Dinner. We recognized outstanding advisors and financial institutions for their dedication, success, and contributions over the past year. The celebration continued with a Beatles vs. Rolling Stones battle of the bands concert, where attendees had a blast socializing, dancing, and enjoying live music—an unforgettable way to end day one!

Day two began with a warm welcome to our attending Financial Institution partners and Administrative Assistants, acknowledging their vital role in the PFG community. The morning’s keynote session featured Dr. Daniel Crosby, who delivered a powerful presentation on The Soul of Wealth, thanks to our wealthtech partnership with Orion. His thought-provoking insights resonated deeply with everyone in attendance, providing a fresh perspective on behavioral finance and wealth management.

The day continued with two highly anticipated advisor panel discussions. The PFG Financial Planning Panel, moderated by Carrie Kimberley, SVP of Wealth Services, featured advisors Laura Boldt, David Telles, and Michael Tomscha, who shared their strategies for making financial planning the heart of their practices. The PFG Advisor Best Practices Panel featured Peyton Gallovich, Tracy Cuda, and Steve Cook, who provided actionable insights into the different stages of building, growing, and maintaining a successful financial practice and Clients.

Additionally, Carrie Kimberley led a session on the PFG Advisor Experience and Platform Updates, highlighting key enhancements designed to support advisors. She was briefly joined on stage by Jessica Perez from MileMarker, who provided an update on PFG’s commitment to enhanced level reporting for Financial Advisors and Financial Institutions. The conference then concluded with our Annual Compliance Update—an essential session packed with valuable insights. We also took a moment to recognize our Compliance Team for their outstanding teamwork and contributions.

The 2025 PFG Connect Conference wrapped up with a closing celebration filled with great food, drinks, and continued relationship-building. It was a perfect way to cap off two days of learning, networking, and celebrating the incredible milestones we’ve achieved together.

A huge thank-you to all who attended and contributed to making this event a success. We are excited for another year of growth, innovation, and excellence at PFG